DIGITAL ASSETS EXPERTISE
I have long said a well-curated Twitter feed is a valuable resource. The below Neobank Dashboard from Francesco Andreoli (@francescoswiss) is a great example. Direct URL for Neobanks Dashboard: https://www.neobankbeat.com/
Part 6 of 6: Applying The Ultimate Sales Machine to a Career in Institutional Finance and Digital Assets A quick note on terminology before we start. Holmes calls this chapter “Strategic Partnerships, Trade Shows, and PR.” In financial services and fintech, nobody calls them trade shows; they’re conferences. The way most firms approach them is…
Where I take a very different path than Chet Holmes. Part 5 of 6: Applying The Ultimate Sales Machine to a Career in Institutional Finance and Digital Assets A quick framing note before we get into this one. Everything in this post applies to the initial sales pitch(es). These are the first one or two…
Part 4 of 6: Applying The Ultimate Sales Machine to a Career in Institutional Finance and Digital Assets I’ve built and managed Sales and Business Development teams in both small FinTech companies and in hypergrowth Digital Assets companies. From low-touch, automated sales processes to sales cycles that ran 18 months and the average deal touched…
Everyone’s writing about tokenization wrong. The standard pitch goes: take a stock, a bond, a piece of real estate, wrap it in a blockchain token, and now anyone can buy a sliver of it 24/7. Democratization. Liquidity. Access. It’s a good story. It’s also mostly a distraction from what’s actually happening. The wrapper problem Most…
Part 3 of 6: Applying The Ultimate Sales Machine to a Career in Institutional Finance and Digital Assets Chet Holmes makes a counterintuitive argument in this chapter: the best way to sell is to stop selling. Instead, become the most credible, most useful source of education in your market and let that reputation do the…
Stop Chasing Everyone. Start Owning Your List. Part 2 of 6: Applying The Ultimate Sales Machine to a Career in Institutional Finance and Digital Assets The Dream 100 is the concept from Chet Holmes that I use in my FinTech (B2B) Business Development & Sales Leadership roles. As usual the concept is simple: instead of…
Analysis & Comments on Chet Holmes’ #1 Priority for Sales Leaders Time Management: The Discipline That Separates Good Sales Leaders from Great Ones Part 1 of 6: Applying The Ultimate Sales Machine to a Career in Institutional FinTech & Digital Assets Chet Holmes opens The Ultimate Sales Machine with Time Management, and I used to…
Tactics adapt, Strategies can be refined, Principles remain Although I first read Chet Holmes’ The Ultimate Sales Machine years ago, it remains my most-cited resource when discussing sales leadership. It may seem unexpected given that much of the book predates modern CRM automation and LinkedIn, but while certain tactics have aged, the core strategic logic…
The SEC Already Told You Which Kind of Tokenization Is Real Strip the footnotes off the staff statement three SEC divisions put out on January 28 and here is the whole thing in one line: if the record of ownership lives onchain, a tokenized security is just a security in a new format, and the…